Closing out your year with Sage 100 Contractor and Sage 300 CRE doesn’t have to keep you from the office holiday party. Follow a few rules in order to make a plan and you’ll be on your way to success – and eggnog – in no time.
Yep, it’s that time again: year-end. As always, the clock is ticking and before you know what happened it will be 2019! Below is a guide you can use to know what to prepare for wrapping up your year-end efficiently. But first I want to fill you in on the two most common problems we see here at Bangert:
  1. Payroll issues that include errors with earnings states and inaccurate calculations
  2. Year-end software upgrades
These all have to be corrected prior to W-2 reporting deadlines. Thankfully, Sage provides a year-end software upgrade for the two most recent versions of Sage 100 Contractor and Sage 300 CRE in order for clients to be compliant with their year-end objectives. Here’s the top five ways you can get ready for year-end:

1. Create a year-end timeline and give yourself some benchmark dates and milestones. Make sure to build in lead time for unanticipated roadblocks such as your own internal resources. Once you have this completed, you can get in touch with our client services team to schedule time to get you through the thick of it.

2. Implement monthly and quarterly data verification and reconciliation checks. This helps you identify and correct issues on a recurrent basis so you can catch issues early. Before you know it, you’ll be on your way to accurately reporting throughout the year.

3. Coordinate and schedule software updates for year-end in September and October for success in December and January. We can’t stress this enough! Waiting until the last minute to schedule updates can be a nightmare, especially when availability for all parties is key.

3. Coordinate and schedule software updates for year-end in September and October for success in December and January. We can’t stress this enough! Waiting until the last minute to schedule updates can be a nightmare, especially when availability for all parties is key.

4. Get in touch with us to update your contact information. We’ll get you the right information and make sure you receive critical year-end communications from us.

5. Last, but definitely not least, sign up for our year-end toolkit. This toolkit is packed full of tutorials, how-to’s, and helpful tips for getting the most out of your software during year-end!

Government reporting mandates and software updates will always be necessary. But having a trusted relationship with our Bangert, Inc. client services team and documented operations processes are critical to an efficient & accurate outcome. If you’re still struggling to put it all together, we’re happy to help you build out your timeline and benchmark dates to ensure you have a successful outcome.
Get priority support during Year-End! We have just released our year-end toolkit for Sage 100 Contractor, Sage 300 CRE, and Sage Estimating. This toolkit includes step-by-step guides, video tutorials and instruction, as well as scheduled live classes. Register today and you’ll get priority scheduling and support for Year-End, a 25% discount on forms from CFI, and more.
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